Cascade Wealth Advisors, Inc's ownership history for JPM

Cascade Wealth Advisors, Inc currently holds 1.2K shares with a market value of $387.9K. It started holding JPM on 2024-09-30. At its peak, it held 1.5K shares on 2025-06-30. Its highest holding value was $440.1K on 2025-06-30. At its lowest, it held 1.2K shares on 2025-09-30, with a value of $309.5K on 2024-09-30. In the recent 180 days, Cascade Wealth Advisors, Inc has decreased its shares by 244. In the recent year, Cascade Wealth Advisors, Inc has decreased its shares by 244.